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Tuesday, 14 January 20
SHIPPING MARKET ANALYSIS - ALLIED SHIPBROKING
 Uncertainty in the global geopolitical sphere seems to have not come to an end along with 2019, as 2020 commenced with renewed tensions between the US and Iran.These events escalated considerably and once again brought to the forefront the possibility for further geopolitical instability and disruptions to the global economic ecosystem (including along with it the shipping markets). The shockwaves of the increased tensions between the two countries pushed oil price above the US$ 70 per barrel mark, while gold, the safe haven choice for investors, rose to a seven-year high of around US$1,575/oz. The slowdown noted during the last few days though has helped alleviate recent concerns regarding global trade, but nevertheless the initial signals of 2020 are not exactly encouraging.
The risk of potential supply disruptions in the Middle East region has increased since last week, a fact that could generate significant problems for shipping routes from the Middle East Gulf to Europe and Asia. Despite the assurances made by Saudi Arabian= officials that oil production and supply will not encounter any issues, no one can predict with certainty what the next steps by Iran or the U.S. will be. Oil and LNG are the= commodities that are in the highest danger from the recent escalation in the tensions
between Washington and Teheran. It is worth mentioning that the Strait of Hormuz is the world's most important oil chokepoint with the daily trade passing through in 2018 being estimated at 21 million b/d. Iran had in the past threatened to close the passage in case of war in the region. This uncertainty is likely to lead to higher freight rates in the region (possibly with higher risk insurance premiums), but with the impact that a further escalation may have to the global trade being yet difficult to predict.
Putting the Middle East conflict aside, focus is also placed on the continuing trade tension saga between the US and China, with Phase 1 of the trade deal between the two countries expected to be signed later this week. The effect of this deal is questionable, as the 86-page agreement has not yet been made public, with several experts doubting how effective this deal is. Given that China’s growth rate is expected to decelerate even further this year (World Bank estimates a rate of 5.9% for 2020), market participants are waiting on the trade and economic data that China is expected to publish later this week in order to shape a better view as to the prospects of this Asian giant. The impact from the trade conflict were significant last year, with global trade growth being just 1.4%, the lowest since the 2008 financial crisis. This year global trade growth is expected to slightly improve but with the rate still remaining at comparatively low levels. Meanwhile, at the end of this month, we also expect Britain to leave the EU, a step that will bring the two on the next phase of the negotiation process where the future trading relationship between the two sides will be discussed. The result of these negotiations and the impact that they may have on the global economy is still fairly sketchy. Furthermore, we must not forget that we have the US presidential elections set to take place this November, the result of which will surely have a long-term impact on the US, as well the global economy.
All in all, global growth forecasts are not so optimistic for 2020, with several investment experts suggesting that the likelihood of recession this year has increased and even if we do not encounter one this year, the growth rate will remain close to the low of 2.3-2.5% that we witnessed last year as well.
Yiannis Vamvakas
Research Analyst
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Monday, 17 September 18
SMALL PERCENTAGE OF THE WORLD FLEET WILL FIT SCRUBBERS - FORECASTS : METTE KRONHOLM FRAENDE
In recent months, there have been numerous reports of a strong pick-up in demand for scrubbers. On 1 January 2020, however, the number of ships fit ...
Saturday, 15 September 18
POWERING SUSTAINABLE DEVELOPMENT WITH LOW EMISSION COAL TECHNOLOGIES - WCA
In its 5th Strategic Energy Plan this year (2018), the Japanese Cabinet recognised coal as an important energy resource, necessary for the country& ...
Friday, 14 September 18
10 YEARS ON FROM LEHMAN, HOW IS SHIPPING'S "HANGOVER"? - CLARKSONS RESEARCH
On 15th September 2008, the collapse of Lehman Brothers crystallised the financial crisis and the onset the worst economic downturn for a century. ...
Thursday, 13 September 18
OPEC SEES SLOWER 2019 OIL DEMAND GROWTH, WARNS ON ECONOMY
Crude Oil Price Movements
In August, the OPEC Reference Basket declined by $1.01 m-o-m, settling at $72.26/b. Crude oil futures were also down ...
Thursday, 13 September 18
SUPRAMAX: INDO-INDIA COAL RUN WAS FIXED CLOSE TO $16000 ON ULTRA - FEARNLEYS
Capesize
Rates took a further drop in the beginning of the week, to later find a floor around mid-week reaching mid USD 7 level for c5 and just ...
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Showing 1616 to 1620 news of total 6871 |
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- Australian Commodity Traders Exchange
- Economic Council, Georgia
- Vedanta Resources Plc - India
- Ministry of Finance - Indonesia
- Holcim Trading Pte Ltd - Singapore
- McConnell Dowell - Australia
- Riau Bara Harum - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Straits Asia Resources Limited - Singapore
- Carbofer General Trading SA - India
- Global Business Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Deloitte Consulting - India
- Mercator Lines Limited - India
- Maharashtra Electricity Regulatory Commission - India
- SN Aboitiz Power Inc, Philippines
- Antam Resourcindo - Indonesia
- Medco Energi Mining Internasional
- Global Green Power PLC Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Mercuria Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Kobexindo Tractors - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Georgia Ports Authority, United States
- Energy Link Ltd, New Zealand
- Port Waratah Coal Services - Australia
- Commonwealth Bank - Australia
- Price Waterhouse Coopers - Russia
- Central Electricity Authority - India
- Indogreen Group - Indonesia
- Ministry of Mines - Canada
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jindal Steel & Power Ltd - India
- Manunggal Multi Energi - Indonesia
- Parliament of New Zealand
- Metalloyd Limited - United Kingdom
- Dalmia Cement Bharat India
- GAC Shipping (India) Pvt Ltd
- Kumho Petrochemical, South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
- Ind-Barath Power Infra Limited - India
- Tamil Nadu electricity Board
- Wilmar Investment Holdings
- Petrochimia International Co. Ltd.- Taiwan
- Bhushan Steel Limited - India
- Indika Energy - Indonesia
- Madhucon Powers Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Latin American Coal - Colombia
- Savvy Resources Ltd - HongKong
- Sical Logistics Limited - India
- Mintek Dendrill Indonesia
- Therma Luzon, Inc, Philippines
- Eastern Energy - Thailand
- Binh Thuan Hamico - Vietnam
- Indonesian Coal Mining Association
- Formosa Plastics Group - Taiwan
- CNBM International Corporation - China
- San Jose City I Power Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Edison Trading Spa - Italy
- Siam City Cement PLC, Thailand
- Merrill Lynch Commodities Europe
- Mjunction Services Limited - India
- Power Finance Corporation Ltd., India
- Alfred C Toepfer International GmbH - Germany
- Petron Corporation, Philippines
- White Energy Company Limited
- Oldendorff Carriers - Singapore
- ICICI Bank Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Global Coal Blending Company Limited - Australia
- CIMB Investment Bank - Malaysia
- Central Java Power - Indonesia
- PTC India Limited - India
- Wood Mackenzie - Singapore
- Bangladesh Power Developement Board
- New Zealand Coal & Carbon
- Star Paper Mills Limited - India
- The University of Queensland
- Bhatia International Limited - India
- Agrawal Coal Company - India
- Gujarat Electricity Regulatory Commission - India
- Barasentosa Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- Sojitz Corporation - Japan
- Semirara Mining and Power Corporation, Philippines
- ASAPP Information Group - India
- TNB Fuel Sdn Bhd - Malaysia
- Coal and Oil Company - UAE
- Altura Mining Limited, Indonesia
- Baramulti Group, Indonesia
- Maheswari Brothers Coal Limited - India
- Leighton Contractors Pty Ltd - Australia
- Globalindo Alam Lestari - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- MS Steel International - UAE
- Rio Tinto Coal - Australia
- Marubeni Corporation - India
- Xindia Steels Limited - India
- Aditya Birla Group - India
- Singapore Mercantile Exchange
- Billiton Holdings Pty Ltd - Australia
- Parry Sugars Refinery, India
- Siam City Cement - Thailand
- Electricity Generating Authority of Thailand
- Directorate General of MIneral and Coal - Indonesia
- PNOC Exploration Corporation - Philippines
- Borneo Indobara - Indonesia
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- GN Power Mariveles Coal Plant, Philippines
- PowerSource Philippines DevCo
- Minerals Council of Australia
- Karaikal Port Pvt Ltd - India
- Malabar Cements Ltd - India
- IEA Clean Coal Centre - UK
- VISA Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Africa Commodities Group - South Africa
- Planning Commission, India
- Makarim & Taira - Indonesia
- Salva Resources Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Aboitiz Power Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- The State Trading Corporation of India Ltd
- Grasim Industreis Ltd - India
- Essar Steel Hazira Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Electricity Authority, New Zealand
- Meralco Power Generation, Philippines
- Goldman Sachs - Singapore
- Eastern Coal Council - USA
- Sakthi Sugars Limited - India
- Cigading International Bulk Terminal - Indonesia
- Meenaskhi Energy Private Limited - India
- Trasteel International SA, Italy
- Gujarat Sidhee Cement - India
- Heidelberg Cement - Germany
- IHS Mccloskey Coal Group - USA
- Simpson Spence & Young - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Anglo American - United Kingdom
- Samtan Co., Ltd - South Korea
- SMG Consultants - Indonesia
- Directorate Of Revenue Intelligence - India
- Interocean Group of Companies - India
- Bukit Baiduri Energy - Indonesia
- Thiess Contractors Indonesia
- Timah Investasi Mineral - Indoneisa
- Lanco Infratech Ltd - India
- Uttam Galva Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Romanian Commodities Exchange
- Sarangani Energy Corporation, Philippines
- Indian Energy Exchange, India
- Banpu Public Company Limited - Thailand
- Toyota Tsusho Corporation, Japan
- Bahari Cakrawala Sebuku - Indonesia
- Kepco SPC Power Corporation, Philippines
- Attock Cement Pakistan Limited
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coastal Gujarat Power Limited - India
- Jaiprakash Power Ventures ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- SMC Global Power, Philippines
- Energy Development Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Cement Manufacturers Association - India
- Bulk Trading Sa - Switzerland
- The Treasury - Australian Government
- Iligan Light & Power Inc, Philippines
- Indian Oil Corporation Limited
- Rashtriya Ispat Nigam Limited - India
- Ceylon Electricity Board - Sri Lanka
- Intertek Mineral Services - Indonesia
- Coalindo Energy - Indonesia
- Chamber of Mines of South Africa
- Sindya Power Generating Company Private Ltd
- Posco Energy - South Korea
- LBH Netherlands Bv - Netherlands
- Orica Mining Services - Indonesia
- India Bulls Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Orica Australia Pty. Ltd.
- Karbindo Abesyapradhi - Indoneisa
- Standard Chartered Bank - UAE
- Videocon Industries ltd - India
- Renaissance Capital - South Africa
- Bharathi Cement Corporation - India
- Vizag Seaport Private Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Australian Coal Association
- International Coal Ventures Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Ministry of Transport, Egypt
- Chettinad Cement Corporation Ltd - India
- OPG Power Generation Pvt Ltd - India
- GMR Energy Limited - India
- Kartika Selabumi Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- European Bulk Services B.V. - Netherlands
- Thai Mozambique Logistica
- South Luzon Thermal Energy Corporation
- Larsen & Toubro Limited - India
- GVK Power & Infra Limited - India
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